Smart Operations: Manage Work Orders Using the Production Supervisor Workbench

Welcome to the demo of 24D Smart Operations feature, manage work orders using Production Supervisor Workbench in Oracle Fusion Cloud Manufacturing. With this enhancement, production supervisors can effectively manage work within their work center. They can monitor the execution progress of their shifts. And any logged exceptions are brought to the supervisors immediate attention, enabling them to take prompt action to resolve issues.

The primary driver for the need for a supervised workbench is to manage work orders and provide visibility into production activities. The Production Supervisor Workbench serves as a single-user interface where supervisors can view key metrics related to work orders, search and manage work order, and address any exceptions. By having a focused workbench for all supervisory tasks, production supervisors can respond more quickly to exceptions and overcome challenges, ensuring smooth production.

This demo shows you how you can use this feature. We will begin by reviewing the Manage Work Order page, where you can see the list of work orders you need to supervise during your shift. We'll cover the work center context, key metrics you can monitor, search functionality for work orders, available filters, and the saved search capability.

Next, we will explore key actions you can take on work orders, such as editing priorities, picking materials, updating statuses, printing reports, expediting work orders, and rescheduling them. We will then delve into the Work Order Details page and examine the information displayed across its various tabs. We'll also discuss the actions that can be taken regarding operations, materials, and resources. Finally, we will review the global actions available to you.

I am logged in as the production supervisor and have selected the Work Execution area in Supply Chain Execution. The manufacturing plant context is displayed at the top right. Click the Production Supervision task to launch the Production Supervisor Workbench.

In the current update, the Supervisor Workbench features information organized into three tabs: Work Orders, Exceptions, and Reporting. In this demo, we will focus on the Work Orders tab in detail. The Work Orders tab enables the supervisor to manage the work orders that need to be executed within the designated work center. The supervisor can select the work center for which they are responsible.

Select the Tablet Packing work center. The scorecard metrics are displayed at the top of the page. The work order metrics planned quantity, completed quantity, and scrapped quantity represent the total quantities of all work orders with operations assigned to the context work center and executed during the current shift. The yield metric reflects the aggregated first-pass yield of operations within the context work center for the current shift. The open exceptions metric shows the number of open exceptions that reference impacted operations within the context work center.

The Production Supervisor Workbench is backed by a search engine, which can be configured to run in the background. Using this, you can search for work orders based on work order number, product item number, resource, component name, and customer name. Here, I have searched with a string 1005, which returned a work order having a match.

You can narrow your search by applying filters. The default filter is to query for work orders having operations belonging to the current shift. Any operation belonging to the context work center which overlaps with the current shift is considered in the filtered search.

You can set the Operation Time Range filter to Prior Shift, Current Shift, Next Shift, or Today. You can filter your search results based on work order system status. You can use the Exception Type filter chip to filter work orders based on exceptions logged on work order operations.

Select the Resource filter option to view work orders having resource type exceptions associated to its operations. Here, you can see that work order WO-002-1005 has been retrieved. Work orders with exceptions are highlighted with a message indicating the type of exception to draw the supervisor's attention.

You can use additional filters to narrow down your search by clicking the Filters button. Here, you will find options such as Expedited, Exception Severity, Work Order Planned Start Date, Work Order Planned Completion Date, Operation Planned Start Date, Operation Plannned Completion Date, Work Order Type, and Workstation. These filters can be used in combination to refine your search results.

You can save the most frequently used criteria as a saved search. Click the Saved Searches icon. Here, you can select a saved search that was previously defined or create a new one. Click Create a search link to create a new saved search.

Enter a name for the saved search. You can share the saved search with other users or mark the saved search as default. When a saved search is marked as default, it is automatically applied when navigating to the Supervisor Workbench. Here, you can see that the saved search we just defined has been applied.

I have now cleared all the filters and the saved search. The application displays eight work orders. Let us now review the different actions that can be taken on the work order. You can select one or more work orders by either checking the box to the left of the work order number or by holding down the Control key while selecting the work order records. Select the Edit Priority action button.

Here, you can assign the priorities of the selected work orders. You can automatically assign priorities in a sequential order by first selecting a desired criteria in the Prioritize By field. The options available are Planned Start Date, Planned Completion Date, and Release Date.

Then you assign a start priority value and click the Automate button. This would automatically apply a priority value for the selected work orders sorted by the priority criteria and starting from the specified start priority value. However, assigning priorities in this manner is optional. In this demo, we will assign the priorities manually by entering the priority for each work order.

Click Update to save the entered work order priorities. The work order priorities were updated. At the start of the shift, you can select multiple work orders to perform the release and pick action. This action will automatically release all selected work orders and initiate a pick request directing the necessary components from the store's subinventory to the shop floor. The pick schedule process operates in the background, generating movement requests in inventory.

Next, let us see the Edit Status action. You can select one or more work orders and change their status using this action. Select the desired work order status. The system shows both system status and user-defined status.

Click the Update button. Here, you can see that the badge showing the status of the work order WO-002-1000 was updated to On Hold status. Select one or more work orders. You can print the work execution documents for the selected work orders, typically at the start of the shift. The work order travel report and material list report are generated in PDF format through a scheduled background process.

The label report is also generated as a PDF document and displayed in the user interface. Now let's review the actions available at the work order level. You can expedite a work order by selecting the expedite action. Expedited work orders are always displayed at the top of the list, regardless of the selected sort order, and are marked with an expedited batch.

Select the Expedite action for work order WO-002-1001. Here, you can see that work order WO-002-1001 is now displayed with an Expedited badge and is listed first. You can remove the expedited status from a work order by selecting the Unexpedite action on the expedited work order. You can also use the Expedited filter to view expedited work orders.

Next, let's review the Reschedule work order action. Select the Reschedule action for work order WO-002-1005. You can specify a new planned start or planned completion date to reschedule the work order. Select the planned start to be at 4:05 PM. Click the Reschedule button.

You can see that the work order has been rescheduled to the new time. As a supervisor, you notice multiple exceptions logged for WO-002-1005. Click on the work order to view its details. We are now in the Details tab. This page displays key information from the work order header, the descriptive flexfields, and the details of any output items.

Next, click on the Operations tab. Here, we can see the details of the work order operations associated with the context work center. The progress badge indicates the execution status of each operation. Clicking the Expand icon shows further details of the operation.

Next, let us review the operation-level actions. You can view operation descriptive flexfield information by using the View Details action. To reschedule operations for the work order, select the Reschedule action. Now click on the View Exception Details action. Here, we can see the details of exceptions logged on the selected operation.

Next, click the Materials tab. In this tab, we can see material details of operations belonging to the context work center. Click the Expand icon to view more details of the material item.

You can view actions that you can perform by clicking the three dots. You can use the View Exception Details action to view exceptions logged on a specific material. You can use the Substitute action to perform substitute action to resolve an exception. In this demo, we will demonstrate the reserve action for a material item.

In the Available On-Hand tab, you can initiate a reservation from on-hand balance. Navigate to Incoming Supplies. Here, you can view details of incoming supplies from documents, such as purchase orders or transfer orders. You can select any of these lines and initiate a reservation for the material item. This action will reserve the supply for the material item of the work order. And the Reserve Quantity field will be updated.

Next, click on the Resources tab. Here, you can see resource details of operations belonging to the context work center. Click the Expand icon. Here, you can see more details of the resource. Click on the three dots to view the actions that you can perform. You can use the View Exception Details to view exceptions on the resource. Click the View Exception Details action.

Here, you can view the exception details. You can also close the exception from here once you have taken actions to resolve the exception. You can use the Request Maintenance action to raise a maintenance work order for the context resources assets. You can create and submit a new maintenance work order by filling out the required fields and describing the problem. The Asset Number field will display assets linked to the resource instances of the current context resource.

Next, click the Serial Numbers tab. Here, you can see the list of predefined serials associated to the work order. Next, click the Lot Numbers tab. Here, you will see the list of preassigned lot numbers associated to the work order.

Next, click the Transaction History tab. Here, you can see the log of transactions performed on this work order. You can select more fields to view their details. You can also download the transaction history to an Excel spreadsheet. You can perform the Edit Status action on this work order using the global action.

Click More Actions. You can perform more actions specific to this work order, such as edit priority, Reschedule work order, pick materials, print work order traveler, and print labels. You can return to the listing page by clicking the Work Orders link. Click the Create Work Order button.

In this update, you can create a rework work order by specifying a work definition. This is the end of the feature demo. Thank you.